Andrew
Osby
Brokers International Financial Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Osby is a chartered financial consultant operating out of Urbandale, Iowa with a total of 7 years of relevant experience. Osby works at Brokers International Financial Services, LLC. Over the course of their career, they have held roles at Princor Financial Services Corporation, Principal Life Insurance Company and Brokers International Financial Services. Osby holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Brokers International Financial Services, LLC is a registered investment business that has its headquarters in Urbandale, IA. The firm has offices in 120 locations and a total of 224 advisors. It administers $1 billion in assets across its 9,114 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 9,114 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets. Brokers International Financial Services, LLC performs a number of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Brokers International Financial Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Osby Work History
Andrew has been registered as a financial advisor for 7 years.*
Brokers International Financial Services
Princor Financial Services Corporation
Principal Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Osby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brokers Financial
West Des Moines, IA
Urbandale, IA
Urbandale, IA
Easton, PA
Johnston, IA
Claremore, OK
Flat Rock, NC
Urbandale, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
